|
2001
|
Grove Bank & Trust
Miami,
Florida
|
$1.21M
|
-$47.1K
|
-68
|
-4%
|
|
|
2002
|
|
$1.21M
|
–
|
–
|
–
|
|
|
2003
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.21M
|
–
|
–
|
–
|
|
|
2004
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$1.21M
|
-$81K
|
-117
|
-6%
|
|
|
2005
|
Capital Square
Chattanooga,
Tennessee
|
$1.21M
|
-$105K
|
-151
|
-9%
|
|
|
2006
|
Garner Asset Management Corp
Plano,
Texas
|
$1.2M
|
-$103K
|
-149
|
-8%
|
|
|
2007
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$1.2M
|
-$34.6K
|
-50
|
-3%
|
|
|
2008
|
OFC Financial Planning
Short Hills,
New Jersey
|
$1.2M
|
–
|
–
|
–
|
|
|
2009
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.19M
|
-$164K
|
-237
|
-12%
|
|
|
2010
|
PSI Advisors
Tampa,
Florida
|
$1.19M
|
+$74.1K
|
+107
|
+7%
|
|
|
2011
|
|
$1.19M
|
+$13.9K
|
+20
|
+1%
|
|
|
2012
|
Carret Asset Management
New York
|
$1.19M
|
-$139K
|
-200
|
-11%
|
|
|
2013
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.19M
|
+$36.7K
|
+53
|
+3%
|
|
|
2014
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.19M
|
+$156K
|
+225
|
+15%
|
|
|
2015
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.19M
|
+$14.5K
|
+21
|
+1%
|
|
|
2016
|
Nadler Financial Group
Deerfield,
Illinois
|
$1.19M
|
+$34.6K
|
+50
|
+3%
|
|
|
2017
|
Burton Enright Welch
Walnut Creek,
California
|
$1.18M
|
+$22.2K
|
+32
|
+2%
|
|
|
2018
|
Consilium Wealth Advisory
Richardson,
Texas
|
$1.18M
|
+$418K
|
+604
|
+57%
|
|
|
2019
|
Mosaic Advisors
Houston,
Texas
|
$1.18M
|
+$987K
|
+1,425
|
New
|
|
|
2020
|
Charis Legacy Partners
Bryan,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
2021
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.18M
|
+$2.77K
|
+4
|
+0.2%
|
|
|
2022
|
Wealth Alliance
Mellville,
New York
|
$1.18M
|
-$46.4K
|
-67
|
-4%
|
|
|
2023
|
Novem Group
Rochester,
New York
|
$1.18M
|
-$29.8K
|
-43
|
-3%
|
|
|
2024
|
Quantum Financial Advisors
El Segundo,
California
|
$1.18M
|
-$893K
|
-1,290
|
-44%
|
|
|
2025
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.18M
|
+$40.2K
|
+58
|
+4%
|
|
